Atlantic Union Bankshares’s Invesco Water Resources ETF PHO Stock Holding History

Atlantic Union Bankshares’s Portfolio PHO Stock Details PHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$426K	Buy	6,173 +150	+2%	+$10.1K	0.01%	499
2026 Q1	$403K	Hold	6,023	–	–	0.01%	486
2025 Q4	$424K	Sell	6,023 -250	-4%	-$18K	0.01%	481
2025 Q3	$452K	Sell	6,273 -50	-0.8%	-$3.58K	0.01%	483
2025 Q2	$442K	Buy	+6,323	New	+$420K	0.01%	404

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Atlantic Union Bankshares's PHO Position: Q2 2026 in Review

Atlantic Union Bankshares increased its Invesco Water Resources ETF (PHO) stake by 2.5% in Q2 2026, buying an estimated $10.1K and bringing the position to 6,173 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #499.

Atlantic Union Bankshares first reported a position in PHO in Q2 2025 and has held it in 5 quarters since. The position peaked at $452K in Q3 2025. 379 funds tracked by Wall St. Rank hold PHO as of Q2 2026.

Atlantic Union Bankshares held 6,173 shares of Invesco Water Resources ETF worth $426K as of Q2 2026.
Atlantic Union Bankshares bought 150 Invesco Water Resources ETF shares in Q2 2026, an estimated $10.1K.
Invesco Water Resources ETF made up 0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #499 holding.
Atlantic Union Bankshares first reported a position in Invesco Water Resources ETF in Q2 2025 and has held it in 5 quarters since.
Atlantic Union Bankshares's Invesco Water Resources ETF position peaked at $452K in Q3 2025.
379 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.